Certified Advisory Corp

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$903M
Signature - Title
Sheri M. Cuff - President and CCO
Location
Altamonte Springs, FL
Summary
This page shows a list of all the recent 13F filings made by Certified Advisory Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Certified Advisory Corp reported 297 stock holdings with total value $903M as of Q3 2024. Top holdings included VUG, COWZ, QQQ, VTV, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 297 $903M +$86M -$26.5M +$59.5M VUG, COWZ, QQQ, VTV, IVV 13F-HR 11/12/2024, 09:49 AM
Q2 2024 288 $797M +$95.6M -$14.5M +$81.1M VUG, COWZ, QQQ, VTV, IVV 13F-HR 8/13/2024, 01:56 PM
Q1 2024 266 $717M +$83.1M -$58.7M +$24.3M VUG, COWZ, VTV, QQQ, IVV 13F-HR 5/10/2024, 03:00 PM
Q4 2023 264 $659M +$97.4M -$25.9M +$71.5M VUG, VTV, COWZ, QQQ, IVV 13F-HR 2/9/2024, 12:54 PM
Q3 2023 293 $501M +$56.8M -$37.2M +$19.6M VUG, VTV, SCHD, COWZ, QQQ 13F-HR 11/13/2023, 05:19 PM
Q2 2023 258 $544M +$38.8M -$79.6M -$40.9M VUG, VTV, IAGG, SCHD, COWZ 13F-HR 8/14/2023, 12:52 PM
Q1 2023 274 $563M +$60.2M -$24.5M +$35.7M VUG, IAGG, VTV, SCHD, IVV Restatement 5/17/2023, 03:06 PM
Q4 2022 232 $506M +$57.9M -$21.7M +$36.1M IAGG, VTV, VUG, SCHD, IVV 13F-HR 2/14/2023, 05:32 PM
Q3 2022 221 $438M +$56.4M -$37.5M +$19M IAGG, VUG, VTV, SCHD, IVV 13F-HR 11/14/2022, 04:01 PM
Q2 2022 238 $449M +$66.9M -$24.4M +$42.5M IAGG, VUG, VTV, SCHD, IVV 13F-HR 8/15/2022, 10:59 AM
Q1 2022 252 $471M +$64.9M -$28.3M +$36.6M IAGG, IVV, VUG, AAPL, VTV 13F-HR 5/13/2022, 05:29 PM
Q4 2021 219 $453M +$30.4M -$16.5M +$13.9M IAGG, IVV, AAPL, VUG, VTV 13F-HR 2/14/2022, 11:22 AM
Q3 2021 248 $412M +$33.9M -$12.7M +$21.2M IAGG, IVV, VUG, VTV, AAPL 13F-HR 11/15/2021, 11:10 AM
Q2 2021 214 $398M +$26.5M -$32.7M -$6.19M IAGG, IVV, VUG, VTV, AAPL 13F-HR 8/16/2021, 11:45 AM
Q1 2021 784 $386M $0 $0 IAGG, IVV, VUG, RSPS, AAPL 13F-HR 5/10/2021, 03:34 PM
Q2 2020 761 $302M +$38.7M -$29.3M +$9.48M IAGG, USMV, IVV, RSPS, VUG 13F-HR 7/27/2020, 04:42 PM
Q1 2020 783 $253M +$18.3M -$14.2M +$4.02M IAGG, RSPS, IVV, USMV, VUG 13F-HR 4/27/2020, 03:09 PM
Q4 2019 794 $313M +$19.1M -$10.2M +$8.91M IAGG, RSPS, IJR, IVV, VAW 13F-HR 1/29/2020, 01:27 PM
Q3 2019 788 $288M +$23.4M -$8.33M +$15.1M IAGG, RSPS, IJR, IVV, DON 13F-HR 11/12/2019, 09:53 AM
Q2 2019 796 $269M +$31.7M -$7.47M +$24.2M IAGG, RSPS, IJR, IJH, DON 13F-HR 8/7/2019, 05:06 PM
Q1 2019 737 $238M +$28.7M -$7M +$21.7M IAGG, RSPS, IJR, IVV, DON 13F-HR 5/7/2019, 12:55 PM
Q4 2018 746 $193M +$14.7M -$7.87M +$6.82M RSPS, IJR, IVV, DON, VTV 13F-HR 2/4/2019, 03:11 PM
Q3 2018 776 $216M +$31.4M -$6.06M +$25.4M RSPS, IJR, IVV, DON, IJH 13F-HR 11/13/2018, 01:48 PM
Q2 2018 767 $178M +$13.2M -$6.34M +$6.87M IJR, IVV, IJH, VGT, VTV 13F-HR 8/13/2018, 07:56 PM
Q1 2018 758 $169M +$50.6M -$18.7M +$31.9M IJR, IVV, VGT, IJH, AAPL 13F-HR 4/30/2018, 04:47 PM
Q4 2017 718 $133M $0 $0 RHS, VNQ, IVV, IJR, RSP 13F-HR 2/22/2018, 02:20 PM